880 Carillon Parkway
St. Petersburg, FL 33716
Google Maps
Contact
Main Phone: 800-237-3101
Web Site:
http://www.carillontower.com
Mutual Fund Brand(s)
Carillon Family of Funds
Research Links
SEC Fund Filings by CIK
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Background:
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In October 2022, Raymond James rebranded its Carillon Tower Advisers unit as Raymond James Investment Management. Yet the unit's six boutiques are keeping their names, and the asset manager's mutual fund family will remain known as the Carillon Family of Funds.
Raymond James Investment Management is a multiboutique asset manager and a subsidiary of Raymond James Financial, Inc., a publicly traded broker-dealer. RayJay created the multiboutique in 2016 as the parent of three boutiques. Raymond James Investment Management's first boutique, Eagle Asset Management, traces its roots back to 1976, and it debuted its mutual fund family (now part of the Carillon funds) in 1985.
Raymond James Investment Management's boutique affiliates include:
-St. Petersburg, Florida-based Eagle, which offers fundamental equity and fixed-income strategies;
-San Diego, California-based ClariVest Asset Management, an institutional manager which traces its roots back to 2006 (RayJay first invested in ClariVest in 2012, before taking full ownership in 2019);
-Toronto, Ontario-based Cougar Global Investments, an ETF strategist (RayJay bought Cougar in 2015);
-Kansas City, Missouri-based Scout Investments, an equity manager with roots going back to 1982 (RayJay bought Scout from UMB in 2017);
-Indianapolis-based Reams Asset Management, a fixed income manager with roots going back to 1981 (Reams is Scout's fixed income division); and
-Berwyn, Pennsylvania-based Chartwell Investment Partners, founded in 1997, which offers U.S. equity and fixed income strategies (RayJay bought Chartwell's parent, TriState Capital Holdings, in 2022).
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Sponsored Opportunities
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Key People:
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Bob Kendall
President, Raymond James Investment Management | Court James
Executive Vice President, Carillon Tower Advisers | Mike Edwards
Head of Global Client Coverage and Marketing, Raymond James Investment Management | Brian Lee
Senior Vice President, Head of Retail, Carillon Tower Advisers | Ed Rick
Head of Insights and Development - President of Eagle Asset Management and Scout Investments, Raymond James Investment Management | Matt Johnson
Head of Product Strategy and Development, Raymond James Investment Management | Michelle Lewis
Senior Vice President, Head of Strategic Accounts, Raymond James Investment Management | Matt Orton
Head of Advisory Solutions and Market Strategy, Raymond James Investment Management | Don Pepin
Director of Institutional Sales, Carillon Tower Advisers | Brian Freeman
Senior Vice President, Head of Affiliate Sales, Carillon Tower Advisers | Carrie Gill
Vice President, Fund Administration - Principal Financial Officer and Treasurer for the Carillon Family of Funds, Raymond James Investment Management | Renee Baker
Chief Marketing Officer, Carillon Tower Advisers | Damian Sousa
Chief Compliance Officer, Raymond James Investment Management | Susan Walzer
Senior Vice President, Fund Administration, Carillon Tower Advisers | Steve Singleton
Head of Portfolio and Investment Risk, Raymond James Investment Management | Joy Facos
Head of Sustainable Investing and Corporate Responsibility, Raymond James Investment Management | Ludmila Chwazik
Chief Compliance Officer, Carillon Family of Funds at Raymond James | Aaron Ochstein
Head of International Client Coverage, Raymond James Investment Management | Eric Wilwant
Chief Administrative Officer, Carillon Tower Advisers | Lance Peterson
Head of Strategic Accounts, Carillon Tower Advisors |
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